Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices with non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and conducting regular product due diligence and supervisory oversight.

Zhivago Velasco is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Lincoln Financial Group, MMl Distributors, LLC, and MassMutual Financial Group. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its extensive client base.

Jeffrey Hannett is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current tenure at Key Investment Services, Hannett worked at KeyBank. He is also a financial education instructor at Kaplan North America, where he teaches and develops curriculum related to financial planning and investment industry designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in selecting investment models and provides ongoing monitoring and due diligence of third-party advisory products.

Kevin O'Donnell Jr. is a CFP® professional with 28 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network and Berkshirebanc Investment Services since 2006. His activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Jonathan Couper is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.W. Cole Advisors in 2023, he worked at Woodbury Financial Services. Outside of his advisory role, he serves as a firefighter for the City of Pittsfield and is involved in several nonprofit organizations focused on financial education and community support. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Adam Kirby is a financial advisor at Raymond James Financial with 25 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years before joining his current firm in 2026. Kirby holds a Series 63 designation and is a 50% owner of Kirby Investment Strategies, LLC, an investment-related business based in Pittsfield, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and specialized services.

Leslie Seymour is a financial advisor with Ameriprise in Clifton Park, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Ameriprise in 2022, Leslie worked at Cetera and Foresters Financial. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, algorithm-assisted recommendations through a centralized consulting team.

Shaun Heimann is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked for Wells Fargo Advisors Financial Network LLC for 17 years. Heimann is also involved with Heimann Wealth Management Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Kelly Baker is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, Kelly worked at Wells Fargo Advisors for six years. Outside of finance, Kelly has experience in the entertainment industry, including a role with Moscow Ballet/Talmi Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting supported by research and portfolio management tools.

Philip Loftus is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining Edward Jones in 2021, he worked at Franklin Templeton Distributors Inc. and Franklin Templeton Financial Services Corp. from 2004 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Robert Segall is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at MassMutual since 1997, as well as at Lenox Advisors since 2007. In addition to his advisory role, Segall is a writer and speaker. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Michael Blasl is a financial advisor at Edward Jones in Chatham, NY, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025 after eleven years with Marrello Restaurants and Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Henry Ouellette Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He worked at National Planning Corporations for 12 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, utilizing a range of model portfolios and research resources.

Brian Astorino is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at Greylock Federal Credit Union and LPL Financial since 2008. Astorino is also involved with Greylock Investment Group, a business affiliated with Greylock Federal Credit Union. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Taylor Smoak is a financial advisor with LPL Financial and holds a Series 66 designation. Taylor has been with LPL Financial and Greylock Federal Credit Union since 2022. Prior work experience includes roles at Klarisana, Trader Joe's, and Chuze Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.

Arthur Francis is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 17 years. He operates the Francis Investment Consulting Group as an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Jennifer George is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. In addition to her advisory role, she owns and manages STJMD Enterprises, Inc., a management company based in Castleton, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Fazio is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has served as Senior Vice President at Greylock Federal Credit Union since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.